Mayhem in the Markets: January 22nd, 2023

Hey friends! It's time for another jam packed episode of Mayhem in the Markets! Grab your favorite beverage and tune in for an episode that covers what I have my eye on in the markets, the economy, and beyond!

00:00 Introduction

00:26 Who's left to buy?

02:09 SPX options mania

04:12 The consumer is not doing so well

05:18 Card delinquency rates are on the rise

06:21 Cancellations are surging for home builders

07:26 Existing home sales are collapsing

08:41 Danger signs in private REITs are growing

10:23 Recessionary signs in industrial leading indicators

11:35 The Empire State Manufacturing Index is collapsing

12:01 Yield curve inversion suggests a looming recession

12:46 Dollar shorts are concentrated

13:24 Apple is heavily reliant on the iPhone refresh cycle

14:38 If the market bottoms here it'd be the most expensive bull market ever

15:56 Central banks are the market

18:10 A soft landing still seems unlikely

If you have any questions or feedback feel free to post them in the comments section below.